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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,344 | $138,078-82.4% | $125,363-80.6% | $134,509-81.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.69% | 750.49%-767.2pp | 572.15%-588.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $4,047 | $5,245-22.8% | $4,815-15.9% | $4,741-14.6% |
| Participant deferral / active EE | $10,344 | $7,800+32.6% | $7,447+38.9% | $6,400+61.6% |
| Admin fee / account holder | $308 | $11,566-97.3% | $10,005-96.9% | $11,427-97.3% |